WealthTrust Axiom LLC
WAYNE PA · SEC CIK 0001425949
$4.06亿2026Q1 申报市值
290持仓数
28.1%前十大占比 · 第一大 4.9%
26 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DOCU 新建仓+$280.10万
BA 加仓+$201.40万
VICI 加仓+$159.03万
FLDR 加仓+$91.02万
EVOLUTION PETE C 加仓+$85.90万
2026Q1 卖出最多 按季末市值估算
IA 减仓-$369.62万
GLW 减仓-$315.70万
TTI 减仓-$240.24万
NTR 减仓-$114.13万
USAS 减仓-$106.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| YUM | YUM BRANDS INC | $30.55万 | 0.08% | 1,965 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $31.28万 | 0.08% | 18,283 | -1,400 | -7.1% | -$2.40万 | 减仓 |
| GLNG | GOLAR LNG LTD | $31.65万 | 0.08% | 5,850 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $31.79万 | 0.08% | 3,096 | 32 | 1.0% | $3,286 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $32.27万 | 0.08% | 3,434 | 4 | 0.1% | $376 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $32.27万 | 0.08% | 1,859 | -20 | -1.1% | -$3,472 | 减仓 |
| C | CITIGROUP INC | $32.69万 | 0.08% | 2,882 | 0 | 0.0% | — | 不变 |
| ODD | ODDITY TECH LTD | $32.71万 | 0.08% | 24,450 | 24,450 | — | $32.71万 | 新建仓 |
| F | FORD MTR CO | $32.75万 | 0.08% | 28,378 | 3,080 | 12.2% | $3.55万 | 加仓 |
| IJT | ISHARES TR | $33.07万 | 0.08% | 2,285 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $33.07万 | 0.08% | 5,197 | 3 | 0.1% | $191 | 加仓 |
| AMP | AMERIPRISE FINL INC | $33.25万 | 0.08% | 748 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $33.61万 | 0.08% | 4,075 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $34.08万 | 0.08% | 596 | 58 | 10.8% | $3.32万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $34.19万 | 0.08% | 10,050 | -300 | -2.9% | -$1.02万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $34.57万 | 0.09% | 1,007 | 31 | 3.2% | $1.06万 | 加仓 |
| EUSA | ISHARES INC | $34.74万 | 0.09% | 3,414 | 948 | 38.4% | $9.65万 | 加仓 |
| DE | DEERE & CO | $34.78万 | 0.09% | 617 | 0 | 0.0% | — | 不变 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $35.04万 | 0.09% | 10,227 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $35.08万 | 0.09% | 6,157 | 107 | 1.8% | $6,096 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $35.57万 | 0.09% | 8,241 | 421 | 5.4% | $1.82万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $35.94万 | 0.09% | 4,695 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $35.97万 | 0.09% | 21,013 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $36.73万 | 0.09% | 2,677 | 55 | 2.1% | $7,547 | 加仓 |
| V | VISA INC | $36.93万 | 0.09% | 1,222 | 86 | 7.6% | $2.60万 | 加仓 |
| — | INVESCO PA VALUE MUN INC TR | $36.97万 | 0.09% | 34,980 | 8 | 0.0% | $85 | 加仓 |
| MTB | M & T BK CORP | $37.11万 | 0.09% | 1,795 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $37.66万 | 0.09% | 3,124 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MASTER INTER INCOME T | $37.93万 | 0.09% | 116,000 | 8,000 | 7.4% | $2.62万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $38.52万 | 0.09% | 8,409 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $38.63万 | 0.10% | 1,475 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $39.05万 | 0.10% | 1,610 | 30 | 1.9% | $7,277 | 加仓 |
| SYY | SYSCO CORP | $39.94万 | 0.10% | 5,600 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $40.24万 | 0.10% | 9,500 | -125 | -1.3% | -$5,295 | 减仓 |
| IWP | ISHARES TR | $40.26万 | 0.10% | 3,142 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $40.48万 | 0.10% | 5,372 | -63 | -1.2% | -$4,747 | 减仓 |
| VUG | VANGUARD INDEX FDS | $41.58万 | 0.10% | 952 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $42.44万 | 0.10% | 3,666 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $43.25万 | 0.11% | 2,978 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $43.56万 | 0.11% | 2,681 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $43.82万 | 0.11% | 13,425 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $43.89万 | 0.11% | 2,100 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $44.20万 | 0.11% | 3,432 | 91 | 2.7% | $1.17万 | 加仓 |
| USFD | US FOODS HLDG CORP | $45.18万 | 0.11% | 4,900 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $45.99万 | 0.11% | 11,420 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $46.33万 | 0.11% | 1,497 | 62 | 4.3% | $1.92万 | 加仓 |
| PEP | PEPSICO INC | $46.39万 | 0.11% | 2,987 | -9 | -0.3% | -$1,398 | 减仓 |
| PLSE | PULSE BIOSCIENCES INC | $46.42万 | 0.11% | 21,500 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $46.53万 | 0.11% | 5,750 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $47.13万 | 0.12% | 47,086 | -200 | -0.4% | -$2,002 | 减仓 |
| Q | QNITY ELECTRONICS INC | $47.24万 | 0.12% | 4,094 | -99 | -2.4% | -$1.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $47.77万 | 0.12% | 3,595 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $49.68万 | 0.12% | 5,147 | 9 | 0.2% | $869 | 加仓 |
| IXN | ISHARES TR | $50.65万 | 0.12% | 5,067 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $52.15万 | 0.13% | 6,551 | -62 | -0.9% | -$4,936 | 减仓 |
| KOPN | KOPIN CORP | $52.65万 | 0.13% | 233,987 | -48,770 | -17.2% | -$10.97万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $52.99万 | 0.13% | 877 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $53.07万 | 0.13% | 1,961 | -5 | -0.3% | -$1,353 | 减仓 |
| TXN | TEXAS INSTRS INC | $53.39万 | 0.13% | 2,750 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $53.47万 | 0.13% | 5,826 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $54.16万 | 0.13% | 18,864 | -380 | -2.0% | -$1.09万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $55.16万 | 0.14% | 19,886 | -20,609 | -50.9% | -$57.17万 | 减仓 |
| BX | BLACKSTONE INC | $55.39万 | 0.14% | 4,817 | -98 | -2.0% | -$1.13万 | 减仓 |
| BP | BP PLC | $57.92万 | 0.14% | 12,322 | -96 | -0.8% | -$4,512 | 减仓 |
| B | BARRICK MNG CORP | $58.42万 | 0.14% | 14,322 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $59.15万 | 0.15% | 8,137 | 2 | 0.0% | $145 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $59.69万 | 0.15% | 3,200 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $60.99万 | 0.15% | 40,608 | -8,997 | -18.1% | -$13.51万 | 减仓 |
| CTVA | CORTEVA INC | $61.19万 | 0.15% | 7,310 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $62.43万 | 0.15% | 1,679 | 49 | 3.0% | $1.82万 | 加仓 |
| COP | CONOCOPHILLIPS | $62.91万 | 0.15% | 4,766 | -98 | -2.0% | -$1.29万 | 减仓 |
| DIS | DISNEY WALT CO | $63.38万 | 0.16% | 6,576 | -26 | -0.4% | -$2,506 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $65.27万 | 0.16% | 14,408 | 119 | 0.8% | $5,391 | 加仓 |
| CVS | CVS HEALTH CORP | $65.43万 | 0.16% | 9,110 | 1 | 0.0% | $72 | 加仓 |
| COHR | COHERENT CORP | $65.98万 | 0.16% | 2,770 | -1,000 | -26.5% | -$23.82万 | 减仓 |
| MCD | MCDONALDS CORP | $66.66万 | 0.16% | 2,145 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $67.53万 | 0.17% | 14,717 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $67.64万 | 0.17% | 22,751 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $67.71万 | 0.17% | 2,475 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $67.83万 | 0.17% | 3,517 | 19 | 0.5% | $3,665 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $67.92万 | 0.17% | 15,500 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $70.07万 | 0.17% | 17,627 | 17,627 | — | $70.07万 | 新建仓 |
| ETN | EATON CORP PLC | $70.19万 | 0.17% | 1,963 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $70.25万 | 0.17% | 18,391 | 10,212 | 124.9% | $39.01万 | 加仓 |
| MPC | MARATHON PETE CORP | $70.78万 | 0.17% | 2,899 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $71.40万 | 0.18% | 33,760 | -1,213 | -3.5% | -$2.57万 | 减仓 |
| TIP | ISHARES TR | $71.73万 | 0.18% | 6,500 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $71.78万 | 0.18% | 2,125 | -1,764 | -45.4% | -$59.59万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.83万 | 0.18% | 3,742 | -175 | -4.5% | -$3.36万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $73.15万 | 0.18% | 1,005 | 5 | 0.5% | $3,639 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $73.37万 | 0.18% | 61,500 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $74.55万 | 0.18% | 11,298 | 4 | 0.0% | $264 | 加仓 |
| TX | TERNIUM SA | $74.88万 | 0.18% | 18,650 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $75.21万 | 0.19% | 3,458 | 557 | 19.2% | $12.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $75.22万 | 0.19% | 4,692 | 12 | 0.3% | $1,924 | 加仓 |
| ET | ENERGY TRANSFER L P | $76.78万 | 0.19% | 39,784 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $80.68万 | 0.20% | 46,854 | 2,311 | 5.2% | $3.98万 | 加仓 |
| IGM | ISHARES TR | $82.96万 | 0.20% | 7,000 | -329 | -4.5% | -$3.90万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $83.79万 | 0.21% | 97,206 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $83.93万 | 0.21% | 49,082 | 8,187 | 20.0% | $14.00万 | 加仓 |